Deliver Ad-Hoc Orders

As a sales representative, you can deliver ad-hoc orders and generate invoice to collect payments for the order you delivered using this feature.

You can create and deliver ad-hoc sales orders based on requests and your spare inventory in your van or truck for the requested products. You can also generate invoice to collect payments for ad-hoc orders.

To deliver ad-hoc orders,

  1. Create an order.

    See Creating Your Orders from the Shopping Cart.

  2. After order creation is complete, navigate to the Order Details page and tap the Summary tab. Select the Actions menu and tap Deliver.

  3. On the Deliver Order page, review the details and capture the store manager's signature, name and date and tap Submit.

    Order Invoice page appears.

    Note:

    A product delivered as a part of the shipment is related to a container. When the number of loaned containers for the products exceeds the maximum limit, return the containers or pay for the additional ones.

  4. To review and print invoice and to capture payment, see Delivering Shipments.